Entity Type
Individual
CIK 0001314377. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity Type
Individual
Total Filings
85
Latest Filing
11 May 2026
Industry
n/a
Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.
Save and revisit
Save this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
13F-HR filed on 11 May 2026 for CIK 0001314377.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
30%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$102.8M
Compared with $340.13M total 13F value.
Top 5 net change
-$2.59M
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest add: AVGO ยท Largest trim: UNH
Latest update
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
11 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 11 May 2026.
SEC filing record
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
Observed form types
Recent SEC filings for Stephen W. Kidder with direct links to document and filing folders.